See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,922 | $81,460+172.4% | $103,333+114.8% | $80,856+174.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.44% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $10,149 | $3,105+226.8% | $3,868+162.4% | $2,755+268.4% |
| Participant deferral / active EE | $8,990 | $3,869+132.4% | $5,057+77.8% | $4,296+109.3% |
| Admin fee / account holder | $590 | $6,566-91.0% | $8,355-92.9% | $6,918-91.5% |